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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,195,967 | $160,070+647.2% | $147,117+712.9% | $145,897+719.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.80% | 98.69%-62.9pp | 420.54%-384.7pp | 552.29%-516.5pp |
| Employer contribution / active EE | $19,720 | $5,285+273.2% | $4,932+299.8% | $4,663+322.9% |
| Participant deferral / active EE | $12,900 | $8,419+53.2% | $8,065+60.0% | $6,689+92.8% |
| Admin fee / account holder | $20 | $15,035-99.9% | $12,993-99.8% | $13,390-99.9% |